Planning Value

Exit With No Regrets Workshop
2026-01-30 09:00 - 10:30, 2026-05-26 10:00 - 11:30, 2026-09-25 10:00 - 11:30 (America/Chicago)
Are you one of the 75% of business owners who will profoundly regret selling their business within a year after exiting? Or will you join the elite 25% who exit on their own terms, with complete control, maximum value, and zero regrets? If you are looking for a highbrow webinar on theory and academic analysis, this workshop is not for you. My Exit With No Regrets Workshop will give you a down to earth, step by step action plan on how to avoid exit regret. And best of all the action plan you leave with will be simple and straight forward.
In the next 10-15 years, over 12 million businesses will be sold, yet only 20% will successfully transition. My Workshop will reveal my proprietary three-step approach—The Exit Readiness Trilogy™—to ensure you’re on the winning side of that statistic.

In our time together, you will learn:

A clear system on building value as seen through the eyes of a buyer. The Value Builder System™ that has helped businesses receive qualified offers 7.1 times higher than average-scoring companies
The revolutionary Slow Motion Exit™ strategy that allows you to “half-retire” while still maintaining income, benefits, perks and most importantly control
The Business Continuity safeguard – Protect against the “5 Dreaded Ds” that can destroy your business value overnight and force an unplanned exit
How to reduce the dependency of the business on your day to day presence. We call this OwnerCentricity
The Pathway to Clarity™ process that aligns your personal, business, and financial goals for a seamless transition

My Workshop demystifies the complexities of exit readiness planning with real-world examples of business owners who transformed their exits from potential disasters into remarkable success stories. One client in less than 3 years increased his business’s value from $7.5 million to $13.5 million simply by implementing strategies from this workshop.
Whether you’re planning to sell or pass it on to the Kids in six months or sixteen years, we give you a practical roadmap to maximize your business value with what you already have, prepare for unexpected disruptions, fix what’s broken and create a transition plan that serves your life goals. As Exit Readiness experts our Workshop gets you ready to be the best you can be when you hire your broker or M&A advisor. (we don’t do that) This Workshop is for business owners who want more from their exit—who want to fully enjoy the rewards of their entrepreneurial journey and preserve their legacy, By the time you finish the Workshop, you will have a clear picture of what you need to do before taking your business to market, or transitioning it to family or key people.

Don’t leave the biggest financial transaction of your life to chance. Start your journey toward an Exit With No Regrets Today.

Half Retire Workshop
2026-02-27 09:00 - 11:00 | Virtual
The Half-Retire Workshop Series (6 Weekly Sessions)
presented by Thomas J. Jordan, MSFS, CEPA, CVBA and Exodus Complink LLC
What You Will Get
Training, tools, coaching, and team needed to make Half-Retirement a reality

Half-Retire TrainingSix expert-lead sessions to teach you the blueprint and steps to Half-Retire
DiagnosticPinpoints your problem areas impeding Half-Retirement
Workbook100+ page reference guide chock full of exercises, cheat sheets, and more
ReplaysAll sessions are available on as on-demand learning and live sessions are also recorded
SoftwareCut your workload with the help of our software

Best PracticesAugment the training by borrowing best practices from existing Half-Retirees
Tips SeriesReceive our Insider Tips series delivered to your mailbox monthly for one year
Bonus ChapterGet this valuable addition to the book
Spouses Guide100’s of hacks, best practices, cheat sheets and more to speed your Half-Retirement

Many business owners feel the only way to monetize their decades of hard work building their businesses is to sell them. For some, selling the business may be the best way to create wealth, but for others, selling an income-producing asset for less than it’s worth is a bad idea.If you had an asset that paid a 33% annual return, would you sell it? Probably not-, but if you sell your business, that’s what you are doing. Most businesses sell for about three times annual earnings. You might be a much better investor than me, but that’s a tough return to get in the stock market.
So why would any business owner sell a 33% return asset only to switch it to a 5% return asset? Frustration! Stocks and bonds do not require putting up with the headaches of owning a business, so owners take a lousy deal like it’s an aspirin.
There is another way – Half-Retirement
We define Half-Retirement as working two half-days a week doing only the work you enjoy, offloading the work you don’t enjoy, and keeping your income in perpetuity. It takes some effort to get from where you are today to Half-Retired, but ask yourself, “If I could work only two half-days a week, would I sell the business?” If the answer is “no,” then consider Half-Retirement.
In order to Half-Retire, you will need to change the way your business is run. If you are like most business owners, you are a vital cog in the gears that run the business. You will need to slowly remove the businesses’ dependence upon your “work” and shift it to dependence upon your wisdom and expertise. This shift will require:

A shift in your mindset from working-owner to equity-owner
A shift from an owner-centric business to an employee-centric business
A shift from people-based systems to operational systems
A bullet-proof daily methodology to protect your money
Your willingness to find enjoyment outside your business

How to Half-Retire
Half-Retirement isn’t easy, but it’s incredibly rewarding. Imagine doing only the work you enjoy, ditching the work you hate, keeping your income, and keeping the business asset. Pulling off Half-Retirement can dramatically alter your financial future. See the math for yourself.
Workshop Overview

Expert lead weekly sessions
Step-by-step process to successful outcome
Weekly Action Guide to simplify next steps

What you can expect:

Radically cut your workload and stress
Shift from hard earned income to equity income
Feel more secure
Reignite your passion
Enjoy all the benefits of Half Retirement

Every Week:

Expert lead group training, discussion, and action session
Implementation steps to transform your business
Win back your time, work life balance, and passion

The Freedom Workshop
2026-03-27 10:00 - 11:30, 2026-06-26 10:00 - 11:30, 2026-12-11 10:00 - 11:30
CREATING A COMPANY THAT CAN THRIVE WITHOUT YOU
YOU STARTED YOUR BUSINESS FOR THE FREEDOM
…that comes with running your own company. The freedom to earn what you deserve, and to work for whoever you want, when you want, from wherever you want. The challenge is that, for many business owners, the dream remains elusive. In fact, you may feel trapped in your business because:

You know more than anyone else in your company about your industry.
Your customers ask to deal with you personally.
You are involved in the building or creating of what you sell.
You are your company’s best salesperson.

The Freedom Workshop is an interactive, sleeves-rolled-up session dedicated to getting you back on track to gaining the freedom you deserve as a business owner. You’ll learn:

How to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out.
The three attributes of a scalable business model.
The eight factors that drive the value of your business.
The one kind of revenue that can triple the value of your business.
The six forms of sustainable recurring revenue.
The two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars.
The one question you need to ask your customers to predict the likelihood that they will buy again in the future and refer you to others.

Space is limited to 15 business owners

The Art of Selling Your Business… When You are Ready Workshop
2026-04-30 10:00 - 11:30, 2026-07-30 10:00 - 11:30
How to Punch Above Your Weight in the Negotiations
presented by Thomas J. Jordan, MSFS, CEPA, CVBA
The Art of Selling Your Business Workshop is designed to level the playing field for owners on the eve of selling (3-5 years) or transitioning their business. The 90 minutes we spend together will guide you through the process of selling your business, covering key considerations, strategies, and preparations needed for a successful exit. Note: Over 75% of owners surveyed 1 year after their exit, express regrets. This workshop is designed to prepare you to be a No Regrets Owner.

Things to Consider Before Putting Your Business on the Market:

Understand the importance of timing when selling a business; the best time is during a winning streak.
How to prepare all necessary documentation, including legal, financial, sales, and HR records, to facilitate a smooth sale process.
When to engage professionals for pre-diligence services to ensure compliance and readiness for buyer inquiries.
How to Measure the Pros and Cons of selling to a third party or transitioning the business to kids or key people

How to Build Your Negotiating Leverage:

How to control the negotiation process by asking strategic questions that begin with “what” to gather insights from potential acquirers.
Why is Identifying and listing companies that are actively acquiring in your industry and how to position your business effectively.
Understand the three types of acquirers: individual investors, private equity groups, and strategic acquirers, and tailor your pitch accordingly.

How to Attract Buyers Without Appearing Desperate:

Learn how to create a “teaser” document that provides an anonymous overview of your business, highlighting its strengths and financial performance.
When to include financial highlights such as revenue, growth rates, and unique investment opportunities to attract interest.
How to clearly state your goals for the transaction, whether it’s a full sale or a minority interest for growth funding.

Writing a Confidential Information Memorandum (CIM)

How to properly detail your business operations, unique selling propositions, and competitive advantages in the CIM.
How to Provide financial statements, including adjusted Profit & Loss for the last three years and projections for the next two years and still keep things anonymous.
Why Describing your customer base and management team, emphasizing their capabilities and the potential benefit to an acquirer is a crucial step.

Learn more about the workshop by scheduling a call HERE.
Structuring the Sale and Negotiation: Punching Above your Weight

Learn about the various transaction structures, such as earnouts, consulting roles, or retaining equity, to attract a wider range of buyers.
List potential intermediaries and M&A lawyers, weighing the pros and cons of each to ensure effective representation.
Consider adjustments to your financial statements to present a more favorable picture to potential buyers.

Preparing for the Sale Process:

Separate employees into categories based on when they will be informed about the sale to manage confidentiality.
Reflect on your motivations for selling and ensure you are comfortable with the decision to exit your business.
Know the differences between being personally ready to Exit and Financially ready

Tom Jordan, MSFS, CEPA, CVBA
Workshop Host:
I am an Exit Readiness Integrator and the Creator of The Exit Readiness Trilogy I solve the #1 problem that business owners face: How to slow down, work less, continue to build transferable value and thoughtfully develop the ideal exit strategy in their timeframe and with full control. With over 25 years of frontline experience working with business owners I bring a unique perspective to the exit planning journey for the serious business owner.​​​

Half Retire Workshop
2026-08-28 10:00 - 11:30, 2026-10-30 10:00 - 11:30 | Virtual
The Half-Retire Workshop Series (6 Weekly Sessions)presented by Thomas J. Jordan, MSFS, CEPA, CVBA and Exodus Complink LLC
What You Will Get
Training, tools, coaching, and team needed to make Half-Retirement a reality

Half-Retire TrainingSix expert-lead sessions to teach you the blueprint and steps to Half-Retire

DiagnosticPinpoints your problem areas impeding Half-Retirement

Workbook100+ page reference guide chock full of exercises, cheat sheets, and more

ReplaysAll sessions are available on as on-demand learning and live sessions are also recorded

SoftwareCut your workload with the help of our software

Best PracticesAugment the training by borrowing best practices from existing Half-Retirees

Tips SeriesReceive our Insider Tips series delivered to your mailbox monthly for one year

Bonus ChapterGet this valuable addition to the book

Spouses Guide100’s of hacks, best practices, cheat sheets and more to speed your Half-Retirement

Many business owners feel the only way to monetize their decades of hard work building their businesses is to sell them. For some, selling the business may be the best way to create wealth, but for others, selling an income-producing asset for less than it’s worth is a bad idea.If you had an asset that paid a 33% annual return, would you sell it? Probably not-, but if you sell your business, that’s what you are doing. Most businesses sell for about three times annual earnings. You might be a much better investor than me, but that’s a tough return to get in the stock market.
So why would any business owner sell a 33% return asset only to switch it to a 5% return asset? Frustration! Stocks and bonds do not require putting up with the headaches of owning a business, so owners take a lousy deal like it’s an aspirin.
There is another way – Half-RetirementWe define Half-Retirement as working two half-days a week doing only the work you enjoy, offloading the work you don’t enjoy, and keeping your income in perpetuity. It takes some effort to get from where you are today to Half-Retired, but ask yourself, “If I could work only two half-days a week, would I sell the business?” If the answer is “no,” then consider Half-Retirement.
In order to Half-Retire, you will need to change the way your business is run. If you are like most business owners, you are a vital cog in the gears that run the business. You will need to slowly remove the businesses’ dependence upon your “work” and shift it to dependence upon your wisdom and expertise. This shift will require:

A shift in your mindset from working-owner to equity-owner
A shift from an owner-centric business to an employee-centric business
A shift from people-based systems to operational systems
A bullet-proof daily methodology to protect your money
Your willingness to find enjoyment outside your business

How to Half-RetireHalf-Retirement isn’t easy, but it’s incredibly rewarding. Imagine doing only the work you enjoy, ditching the work you hate, keeping your income, and keeping the business asset. Pulling off Half-Retirement can dramatically alter your financial future. See the math for yourself.
Workshop Overview

Expert lead weekly sessions
Step-by-step process to successful outcome
Weekly Action Guide to simplify next steps

What you can expect:

Radically cut your workload and stress
Shift from hard earned income to equity income
Feel more secure
Reignite your passion
Enjoy all the benefits of Half Retirement

Every Week:

Expert lead group training, discussion, and action session
Implementation steps to transform your business
Win back your time, work life balance, and passion
